Estate planning for gays is still tricky

[LostInTime]

Investment News 🔗 [Link: investmentnews.com/apps/pbcs.dll/article/]
By Darla Mercado
August 27, 2007

The three D's — dissolution of a relationship, death and disability — are the first steps in planning for the gay, lesbian, bisexual and transgender community, according to Dana Levit, a certified financial planner and principal of Paragon Financial Advisors in Newton, Mass.

[Sarah Louise]

I worked (for a lawyer) on a Revocable Living Trust for a gay couple here in California, the laws are a little better here.

Sarah L.